More information on each field is available below.
Adding a Line Definition
To add a Line Definition:
- Click Add.
- Choose the Logic type, positive or negative.
- Under Code, select the required value.
- (Optional) Change the Description text.
- Press OK and the line will be added to the Line Definitions in the Report Definition Editor.
This will be used for line descriptions in reports that use the report definition. By default, this is set to the description from the first line definition.
When creating management reports it is important to conform to conventions for signs of variances. In IFP Report Definitions this is controlled via the Sign Rule option for each line.
For expense lines, variances between actual and budgeted amounts are displayed as favourable (positive) variances if the actual amount is less than the budgeted amount.
For income lines, variances are displayed as unfavourable (negative) variances, if the actual amount is less than the budgeted amount.
This sets the combination as either include (+) or exclude (-).
This is used to specify the item code, classification variable value or external variable to be used. Wildcards (?) may be used here. Click the list button to obtain a list of codes that are available for the selected Classification Variable.
This sets the factor to be applied to values for items matching the combination concerned. By default, this is 1, but may be set to any number (positive or negative).
For example, a combination with factor 0.6 will create an output that is 60% of the value for each matching item.
This is a descriptive name for the combination and is not shown in any report output. When you choose a code from a list, this will be set automatically. You may however edit it as you wish.
See Explode Options